See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping | $10,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,313 | $65,061-71.9% | $143,757-87.3% | $66,914-72.6% |
| Participation rate | 55.4% | 65.2%-9.7pp | 80.3%-24.9pp | 69.8%-14.4pp |
| Annual return | -13.82% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,561 | $2,361+8.5% | $4,951-48.3% | $2,544+0.7% |
| Participant deferral / active EE | $3,281 | $2,919+12.4% | $5,637-41.8% | $4,237-22.6% |
| Admin fee / account holder | $56 | $502-88.9% | $14,673-99.6% | $593-90.6% |